Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can weTarget lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?Zoho CRM - Restrict Login based on work hours
Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks JiriAssignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho socialHow to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation pageSet workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively SalesCreating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function doesEmail Template Builder: Cannot Change Color Of Bullets Or Numbers
Just wanted to share a bug I found in the Email Template editor: if you use a bullet list or a numbered list, the color of the numbers or the bullets does not change when you change the text color. It's particularly painful when you use a dark backgroundScript for phone check up and mask for presentation
Dear Master of ZOHO I ma completely new in scripts of ZOHO. Basics of programming I am familiar with but I can not solve it through web research and my skills today. Field info Field label: Telefon komórkowy API name: Mobile Field type: Phone (if theDisable entering a value that does not exist in the picklist
When searching for picklist values with “is” and “isn't”, it is possible to specify values that do not exist. See “1-1.png” and “1-2.png”. It is also very confusing because the non-existent value I am typing is displayed as if it were a search result.Validation using function
Hi all Is it possible to create a soft warning when validating by function? I would like to be able to alert my users to a particular concern (ideally as they input/exit the field, but on save if necessary) but enable them to continue past that point if they want to. Thanks MattIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordMulti-column sorting
Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?Custom Function to increment a value by one
Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd likeHow to add leads to a campaign in zoho crm using api
I made a custom php script to send leads who filled website from to zoho crm. I also want the leads to enter a specific campaign. I can't seem to figure how to do it. It will be helpful even if you provide url, parameters, json which is working in postman,Upload data base to CRM - unique identification
Dear ZOHO Masters I have a database where unique identification is my own field - in companies database and in my excel. How can I add this ID to the unique parameters so it would appear in upload option for update data differentior. Thank you very muchDeluge Issue
Hi Zoho, I am not sure if zoho change something for deluge. Now when I am trying to get User information, it will return me null.how to get more than 2000 records using COQL?
I am using this query below to get the first 2000 records using COQL: SELECT Deal_Name, id from Deals WHERE Created_Time between '2024-08-06T00:00:00+07:00' and '2024-10-07T23:59:59+07:00'LIMIT 2000 I send request using this code var data = { 'select_query':[Client Script] How to get selected related record Id
Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does theFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantSet up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that youEmail template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied thatSign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. TheKanban view for tasks?
Hi there I'm a Zoho One customer and want to know if there is a way in ZohoCRM or other Zoho apps to do the following: 1. Create progression/stage boards like in trello 2. Be able to list it as contract sent - client signed up - Case reviewed - documents shared - case finished and then put customers into either stage depending on how they are progressing 3. Within the tile for each customer within stage I would like to be able to have a note added i.e. Case reviewed but concerns about ABC or otherPicklist & overdue color coding on Tasks Module
Hello, Requesting the Tasks module have color coding for picklist fields. Also requesting if there can be an option where overdue due dates can be highlighted in RED. Requesting this for Kanban, Listview, and Detail view of Tasks. See example on KanbanWhen Field not empty -> Mandatory subform entry
Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns areRelated Records Max Limit?
Hi, quick question. let's say i have the leads module and contacts module, and they relate to one another in that I can link records between each module. what is the maximum number of leads can i assign to an individual contact? or vice versa, what isAdding Tag using Deluge script in Zoho CRM leads
Hello Team, I am trying to add a Duplicate TAG to the lead on Email or phone search, it is working well but it removes the existing Tags and just updates the DUPLICATE tag. Please help. leadRecord = zoho.crm.getRecordById("Leads",leadId); email = leadRecord.get("Email");Calls are overwriting fields information
I have this problem : when a customer calls the service line tracked by Call Tracking Metrics, the existing lead information is updated. How can I prevent certain fields in the lead record from being overwritten, regardless of the source (e.g., phoneHow to obtain data about outbound emails for Leads in Zoho Analytics
Hello! I'd like to monitor Sales persons activities regarding to Leads (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales personsAmount Change -> Reason of update
How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,Send an Email Template from Different Email Address
I have a number of different emails that I want to use to help with allocation of Tasks. When I create a Form and a Customer responds, I then use certain email templates to respond. Options I have to respond could be noreply@ admin@ just as examples.Blueprint Issue - Being able to set a subform field as mandatory
I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,Can you view who "opened" Zoho CRM Cadences?
Hi there! I know there is a way to track how many people opened the email you send through Zoho CRM sequences, but is there any way to track who opened the emails that you sent. I've tried viewing statistics through the specific email, as well as "showLink an email message to a Potential
I am looking for a way to 1. Link specific emails to potentials using a subject line reference id that would be unique to that potential. Our loan origination platform allows us some functionality if we cc and email to a specific Email And that subjectJava SDK 7 giving error invalid token
Zoho CRM Java SDK 7 we are using to develop our application. But facing issues while creating basic class for creaitng record some or the other issue with token. with a valid access token also it would give as invalid token error. or else OAUTH_SCOPE_MISMATCH","message":"invalidHow to classify dropdown field values?
In Deals we have the stage dropdown where every value can be classified in "open", "closed won", .. etc. How can we have that for custom modules? Long version for context: We have different stages for a custom module like "new record", "testing", "setupis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignhow to get construct URL from a photo uploaded in photo field using function?
I need to make a function that can be used in workflow rules. when a photo is uploaded in a field (image upload field) then I need to get a string URL of that photo and assign the string to a new text field. I need to make something like this, becauseAutomatically attaching Lookup fields
Hello, So, I am trying to automate the attachments of lookup fields depending on the program that the contact is assigned too. There are 3 possible options for programs and then each program has multiple faculty that it needs to link too. So I need themNext Page
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Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileTranslation in Zoho CRM now supports various regional languages
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Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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